Instuitional Investor - Mps Loria Financial Planners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mps Loria Financial Planners, Llc |
| Portfolio Value | $337,151,759 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 342,260 | $104,984,860 | 31.14% | |
| 2. | AAPL | 303,926 | $67,511,091 | 20.02% | |
| 3. | Ishares Inc - CORE MSCI EMKT | 703,927 | $37,990,948 | 11.27% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 150,194 | $33,305,566 | 9.88% | |
| 5. | Ishares Tr - CRE U S REIT ETF | 247,795 | $14,272,975 | 4.23% |
